April 17, 2020 Financial Perspectives
March 20, 2020 Financial Perspectives
May 1, 2020 Financial Perspectives
3:54 - March vs. April Markets
5:17 - Historical Look at the S&P 500
7:03 - Economy is Not the Market
May 29, 2020 Financial Perspectives
2:39 - This Week's Financial Highlights
4:36 - Why Is the Stock Market Up When the Economy Is Down?
5:12 - Stock Prices Are Forward Looking
8:06 - Average Returns After Downturns Have Been Positive
May 15, 2020 Financial Perspectives
2:14 - Market Results for the Week
3:01 - What Companies Will Do Best Coming Out of the Crisis?
3:40 - Quality and Growth
7:04 - Growth or Value
9:32 - Growth or Value or Something Else?
April 24, 2020 Financial Perspectives
Index vs. Active – Tracking the Costs
CARES Act Q&A
Not Flavor-of-the-Month Financial Planning!
Let’s Defrost Taxing Relationships
Strengthening Marital Bonds with Orange Juice
A Doctors Guide to Financial Planning Through a Crisis
Financial planning is always challenging. Doctors already have a compressed career timeline and the recent global crisis just adds to the complexity.
What to Do If Forced Into Retirement Early
Yet, all too often, there is a second group of retirees for whom retirement is filled with uncertainty. Let’s say that at age 58, suddenly you are forced to retire. This could be a full five to seven years before you planned. What do you do now?
Are You Really Ready to Exit Your Business?
It’s one thing to turn in the office keys and ride off into the sunset as a former W-2 employee, but what about those who started and built businesses?
Hiking Through the Financial Wilderness
I used to laugh at the TV commercial years ago that stated, “Most people spend more time planning their vacation than their retirement.” It’s funny how your perspective can change with time. Now, I gladly note all details of a personal trip, perhaps as a parallel of my work.
Retirement Planning Through a Crisis
Saving for a Rainy Day
According to a 2020 Federal Reserve study, 36% of American adults do not have enough cash to cover a $400 unexpected expense1. While the opposite 64% say they DO have enough, that still leaves around 90 million American adults unable to handle a modest money disruption in their lives.
Is Leasing Right for You?
October was the worst month for new car sales at his dealership in over ten years. In fact, only about 10% of car buyers that month were electing to lease new vehicles and typically, leasing is less expensive than buying. What’s going on here?